Job Description

Business Product Manager - Salesforce

About the Role

The Business Product Manager – Salesforce Financial Services Cloud (FSC) plays a critical role in shaping, governing and evolving the Salesforce platform to support banking sales, service and relationship management processes. This position is responsible for defining the product FSC vision, prioritizing features, and ensuring timely delivery of enhancements that align with business objectives. Acting as a liaison between business stakeholders and technical teams, the role ensures the Salesforce platform supports strategic goals, regulatory compliance, and an exceptional user experience.

The ideal candidate brings deep financial services expertise, exceptional communication skills, and a proven track record of leveraging Salesforce in a dynamic, fast-paced banking environment. In addition, this role may provide leadership and guidance to a team of Salesforce Business Analysts, fostering collaboration and driving continuous improvement.

Key Responsibilities

Product Ownership & Strategy

• Coordinate with the Business Product Owner to develop and maintain the Salesforce FSC product vision and strategy, aligning with Organization objectives and consumer demands.
• Maintain and prioritize the product backlog to ensure alignment with business objectives.
• Serve as the Salesforce FSC subject-matter expert, with emphasis on user experience and deep knowledge of FSC data models, including:
  • Person Accounts
  • Households and relationship groups
  • Financial Accounts (loans, deposits, treasury, investments)
  • Roles, ownership structures, and related parties (individuals, trusts, LLCs, partnerships)
• Lead refinement meetings with the business analyst joint to clarify requirements, prioritize user stories, and ensure team alignment. Gather requirements from key stakeholders, including Community Bank, Retail, Treasury, operations, and compliance and IT teams.
• Collaborate with the TPO, TPM, and Salesforce developers to ensure solutions support system scalability, operational efficiency, and regulatory compliance.
• Define, track, and report on key performance indicators such as user adoption, process efficiency, and business value delivery to ensure alignment with strategic goals.
• Make decisions about system configuration, feature rollout, and trade-offs based on business value and technical feasibility.

Stakeholder Management & Communication

• Act as a liaison between business stakeholders and the Salesforce product team for all strategic initiatives.
• Contribute to the preparation and communication of regular operational updates, including backlog status, sprint progress, and user adoption metrics.
• Partner closely with the Product Owner and training/change management teams to develop and maintain a practical, phased roadmap that supports user adoption.
• Monitor adoption, satisfaction and the effectiveness of implemented solutions; continuously iterating to optimize the lending process using Salesforce

Risk & Vendor Management

• Identify, escalate, and effectively manage risks or issues impacting the successful delivery of Salesforce initiatives.
• Coordinate with enterprise risk and compliance teams to ensure Salesforce configurations meet regulatory standards.

Required Qualifications

• Bachelor’s degree in information systems, Business, Finance, or a related field.

• 3-5 years of experience in financial services, banking technology, or product ownership. Strong preference for commercial and consumer lending within the Community Bank or a regional bank operating model.
• 3-5 years of experience as a Product Manager, Senior Business Analyst, or Technical Analyst in financial services.

• 3-5 years of direct experience working with the Salesforce platform in a commercial or retail banking environment with FSC experience.

• Strong communication skills with the ability to translate technical details for non-technical stakeholders.

• Proven ability to prioritize work, manage competing demands, and deliver in a fast-paced environment.

Preferred Qualifications

• Salesforce certifications (e.g., Salesforce Financial Services Cloud or Admin)
• Salesforce Admin or App Builder certification
• Experience with Azure Dev Ops, or other Agile project management tools
• Familiarity with banking regulations, credit policies, or loan servicing
• Familiar with nCino, Snowflake and other bank system applications

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.